Melvyn S. Shulman, CPA, Principal

Melvyn Shulman | CPA

Fun Fact:

Mel is an avid golfer and runner.

Mel has extensive experience in the area of tax planning and preparation, retirement planning, succession planning as well as business consultation. He has applied his expertise to various industries including engineering firms, food and produce distributors, manufacturing companies, manufacturer’s representatives, not-for-profit organizations, real estate and distribution. He lives in Needham and Boynton Beach FL with his wife, Lois and their dog, Desire.


Education

Northeastern University, Boston, MA, Bachelor’s Degree in Business Administration


Memberships/Community Involvement

  • American Institute of Certified Public Accountants — Tax and Management Consulting Services Division
  • Massachusetts Society of Certified Public Accountants – MAP Committee
  • Blue Hill Country Club — Board of Directors
  • Jewish Family and Children’s Service — Former Treasurer

Published Articles

  • Defined-benefit Retirement Plans are Risky, but Still Appealing, Boston Business Journal
  • Know Your Deductions Before Filing, Mass High Tech
  • Retirement Planning at 70: Tax Disaster or Opportunity, Boston Business Journal
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